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Sponsor portfolio

JACOBSSON ENGINEERING CONSTRUCTION, INC.

EIN 33-0509430-construction-Latest filing 2025
Plans
3
Retirement
3
$5.2M assets
Welfare
0
Participants
48
P.O. BOX 14430 - PALM DESERT, CA 92255760-345-8700jacobssoninc.comLinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#003TraditionalDB-$2.6M - 16 part#002401k-$1.4M - 16 part#001401k-$1.3M - 16 part

Retirement portfolio analytics

3 plans aggregated / $5.2M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • DEFINED BENEFIT PLAN (#003)50%
  • CONSTRUCTION, INC. 401(K) (#002)26%
  • 401(K) P/S PLAN (#001)24%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#003)16
  • CONSTRUCTION, INC. 401(K) (#002)16
  • 401(K) P/S PLAN (#001)16
Total 48Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JACOBSSON ENGINEERING CONSTRUCTION, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JACOBSSON ENGINEERING CONSTRUCTION, INC. 401(K) PLAN

401k

Assets$1.4M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JACOBSSON ENGINEERING CONSTRUCTION 401(K) P/S PLAN

401k

Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003JACOBSSON ENGINEERING CONSTRUCTION, INC. DEFINED BENEFIT PLANTraditionalDB$2.6M162025
002JACOBSSON ENGINEERING CONSTRUCTION, INC. 401(K) PLAN401k$1.4M162025
001JACOBSSON ENGINEERING CONSTRUCTION 401(K) P/S PLAN401k$1.3M162024
Retirement plans
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